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| Harvey Partners LLC
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|---|---|
| CRD # | 160681 |
| SEC # | 801-73395 |
| CIK # | 0001406484, 0000140648 |
| AUM | 1,226.5 M (2026-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-782-3740 |
| Address | 120 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Tue, 09 Jun 2026 | :Harvey: Partners with Datasite to Bring Live Deal Data into AI-Powered Deal Workflows — Harvey |
| Fri, 22 May 2026 | Legaltech Rundown: Harvey Partners With DeepJudge, AAA Announces Agreement to Mediate Tool, and More — law.com |
| Wed, 20 May 2026 | Harvey partners with DeepJudge and unveils Command Center to measure and drive AI adoption — Legal IT Insider |
| Wed, 20 May 2026 | Harvey partners with DeepJudge and launches Command Center — Iberian Lawyer |
| Wed, 29 Apr 2026 | :Harvey: Partners with Otto Schmidt and Legal Data Analytics GmbH — Harvey |
| CIK | Period |
|---|---|
| 0001406484 0000140648 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Xperi Holding Corp | 66.2 | ||
| Enpro Industries Inc | 63.5 | ||
| MKS Instruments Inc | 55.9 | ||
| Ingevity Corp | 53.0 | ||
| Babcock & Wilcox Co | 52.2 | ||
| AZZ Inc | 44.0 | ||
| Materion Corp | 42.4 | ||
| Progressive Waste Solutions Ltd | 42.0 | ||
| Littelfuse Inc /DE | 41.2 | ||
| GSI Group Inc | 37.8 | ||
| Martin Marietta Materials Inc | 37.6 | ||
| Astec Industries Inc | 36.2 | ||
| Brightview Holdings Inc | 34.6 | ||
| Atlanta Braves Holdings Inc | 34.4 | ||
| Amerigon Inc | 34.3 | ||
| Ball Corp | 33.1 | ||
| Armstrong World Industries Inc | 32.3 | ||
| Rentokil Initial PLC /FI | 30.7 | ||
| UL Solutions Inc | 29.4 | ||
| CTS Corp | 28.4 | ||
| Calix Inc | 28.0 | ||
| Pool Corp | 27.3 | ||
| Scotts Miracle-Gro Co | 26.6 | ||
| Nokia Corp | 23.7 | ||
| nLight Inc | 23.6 | ||
| Casella Waste Systems Inc | 22.3 | ||
| Ichor Holdings Ltd | 21.9 | ||
| Manchester United PLC | 20.4 | ||
| Balchem Corp | 19.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Harvey Master Fund LP | 2014-03-10 | 46.3 M | |
| HF | Harvey QP LP | [2012-02-13] | 147.3 M | 53.7 M |
| Filed 2014-05-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $414,254 · Net Assets Decline to Disclose | ||||
| HF | Harvey Smidcap Fund LP | 2012-02-13 | 89.5 M | |
| HF | Harvey Smidcap Offshore Fund Ltd | 2012-02-13 | 6.5 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 10.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 143.3 |
| (g) Pension and profit sharing plans | 6 | 1,072.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 1,226.5 |
| By Discretionary | ||
| Discretionary | 16 | 1,226.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 1,226.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,226.5 | |
| Total | 16 | 1,226.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Schwartz | Executive Officer | 7 | 2 | |
| Jeffrey Moskowitz | Executive Officer | 5 | 2 | |
| Harvey Partners LLC | Executive Officer | 3 | 2 | |
| Katal Partners LLC | Executive Officer | 2 | 2 | |
| Greg Sawicki | Executive Officer | 1 | 1 | |
| NA Katal Partners LLC | Promoter | 1 | 1 | |
| James Scwartz | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001406484] | |
| SC 13G | [0001406484] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300VPEU8MJWDECG35 |
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